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Data-Basics Training & Support TechAnywhere Android Credit Card Processing with OpenEdge OpenEdge™

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Page 1: Data-Basics Training & Support TechAnywhere Android Credit Card Processing with OpenEdge OpenEdge™

Data-BasicsTraining & Support

TechAnywhere Android

Credit Card Processing with OpenEdge OpenEdge™

Page 2: Data-Basics Training & Support TechAnywhere Android Credit Card Processing with OpenEdge OpenEdge™
Page 3: Data-Basics Training & Support TechAnywhere Android Credit Card Processing with OpenEdge OpenEdge™

OpenEdge Mobile: Install

You’ll need to install and setup the OpenEdge Mobile Android application before being able to process credit cards in

TechAnywhere.

To install, search for “openedge” in the Google Play Store.

Page 4: Data-Basics Training & Support TechAnywhere Android Credit Card Processing with OpenEdge OpenEdge™

OpenEdge Mobile: Setup [Login]

Open the OpenEdge Mobile app and login with your

OpenEdge provided credentials to obtain access to

the settings.

Once logged in, click the OpenEdge Mobile logo in the top left to open the sidebar.

Click the ‘Swiper Settings’ button to setup your

credit card swiping device.

Page 5: Data-Basics Training & Support TechAnywhere Android Credit Card Processing with OpenEdge OpenEdge™

OpenEdge Mobile: Setup [Swiper]

Select the credit card swiper that matches the device the tech will use. Then check the Save MAC Address option to view a list of connected or paired devices.

If you see your device in the list, select it and press SAVE. You are now ready to process credit cards in TechAnywhere!

If your device is not in the list, click the SCAN FOR DEVICES button. This will look for a new device to pair with. You may need to enter the device’s PIN to pair to the device. This is usually ‘0000’ or ‘1234’.

Page 6: Data-Basics Training & Support TechAnywhere Android Credit Card Processing with OpenEdge OpenEdge™

TechAnywhere: COD Payment

Step 2Enter a value for the dollar amount you

wish to process through OpenEdge. Then click the Process Credit Card

button.

Step 1You will be at the total screen after filling

out all work order entries in your COD work order.

Click the Add Payment button to enter a payment method.

Step 3Select the method:Credit Card Swipe

-OR-Manual Entry

Page 7: Data-Basics Training & Support TechAnywhere Android Credit Card Processing with OpenEdge OpenEdge™

Processing Credit Card

Step 4If swiping, the screens will prompt when the device is connected and ready to accept a credit card swipe. When the credit card is swiped,

TechAnywhere will begin processing the card through OpenEdge Mobile.

Page 8: Data-Basics Training & Support TechAnywhere Android Credit Card Processing with OpenEdge OpenEdge™

Processing Credit Card

Step 5After the credit card is processed, OpenEdge Mobile will prompt for a

signature capture to agree the charges. After the signature is accepted, the screen will return back to the payment list to show the approved payment.

Page 9: Data-Basics Training & Support TechAnywhere Android Credit Card Processing with OpenEdge OpenEdge™

SAMPro ResultsThe following can be found in SAMPro as a result of processing a credit card through TechAnywhere:• Payment on COD tab of work order (figure 1)• Credit Card Authorization document attached to Client Site and Work Order records (figures 2,3)

Figure 1

Figure 2

Figure 3